Set Up Skilled Services

Setting up a Client for Skilled Services ensures that all required clinical, Payor, and documentation details are in place to support accurate care delivery and billing.

To set up a Client for Skilled Services:

  1. Go to Clients > Current Clients and click on the Client.

  2. Click the Edit button at the top of the page.

  3. On the Client's Care Team tab, Add a QP/RN to the Client's Care Team.
  4. On the Client's Physician tab, search for the Physician, enter a Consulted Date, and click the Add button.
  5. On the Client's Payor tab, ensure that the Payor and MA/MCO Number are accurate.
  6. On the Client's Care tab, click the Add Certification Period button.
    1. Select the Start Date, Occurrence Start Code, and End Date . Click the + Add button. The End Date defaults to 60 days. This can be adjusted to your Agency’s preferences in Administration > Masters > Configurationunder Cert Period in Days.
    2. Under the Actions column, click the Add Care Document icon.
    3. The Add Care Document window opens. Select 485 from the Care Document Type dropdown. Then, click on the form and click the Select button.
    4. Complete the 485 form and send the fax.
  7. On the Client's Care tab, click the Add Care Period button.
    1. Select Skilled Services from the Service Line dropdown. Enter the Start Date. Do not enter an End Date. Click the + Add button.

      Add a Skilled Services Service Line
    2. Under the Actions column, click the Add Care Delivery icon.

      Add Care Delivery
    3. Click Skilled Care Plan, and then click the Select button.

      • The dates of the Care Delivery should match the dates of the 485.

      • You can add a note indicating to refer to the 485 for details instead of completing the form with accurate data.

    4. Under the Actions column, click the Add Service Agreement icon.
      1. On the Agreement Overview tab, make sure that the Auto Priority is set to No. This allows your QP/RN to select the correct code in the Visit record.